I believe paying 28x forward non-GAAP operating profits for Workday, Inc. is justified given its consistent growth and robust financial position. Workday's strong balance sheet, with over 6% of its ...

Several Wall Street analysts raised their outlooks for Workday Inc. ahead of Wednesday’s opening bell, citing a new stake by activist investor Elliott Management and a recent acquisition that could ...

Workday presents an asymmetric risk/reward setup ahead of Q2, with M&A rumors suggesting a potential go-private deal at a 20-25% premium. More on WDAY stock.

Workday’s (NASDAQ: WDAY) market is working on a wicked hot rebound that could take it to record highs by early 2026. The move is catalyzed by consistent outperformance and a slew of bullish updates at ...

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the ...

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Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here.

The battle for cloud supremacy is increasingly being fought with artificial intelligence as the primary weapon. Workday has made a decisive move in this arena through a strategic acquisition, ...

Workday's stock has underperformed this year, but Elliott Management has now taken a stake, and the company is doubling down on its AI initiatives Workday's stock rose 8% pre-market on the news ...